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Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for wealthy Americans

Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for wealthy Americans

Capital-Gains Tax For Wealth Americans Written by Emily Graffeo

Business Succession Planning

Business Succession Planning

Business Succession Starts with a Plan When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an…

Retirement Planning

Retirement Planning

Retirement Planning: The Basics You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make…

Dow falls 200 points after disappointing jobs data, weak Walmart forecast

Dow falls 200 points after disappointing jobs data, weak Walmart forecast

Article from CNBC - Feb 17, 2021 

Cornerstone Wealth Announces Partner Promotions

Cornerstone Wealth Announces Partner Promotions

Huntersville, NC, February 11, 2021 - Cornerstone Wealth Group, LLC  (Cornerstone Wealth) announced today the promotions of two executives to Partners.

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

Barron's By Nick Fortuna / Feb. 17, 2020

10 Easy Things To Do Instead Of Spending Money Next Month

10 Easy Things To Do Instead Of Spending Money Next Month

Forbes / by Laura Gaskill on Feb. 18, 2020

10 signs you are not financially OK to retire

10 signs you are not financially OK to retire

Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a solid grasp of your budget, a carefully considered investment and spending plan for your life savings, debt that’s under…

Confused on IRA RMDs After Secure Act? Here's Clarity.

Confused on IRA RMDs After Secure Act? Here's Clarity.

The Secure Act, which President Trump signed into law in December, raised the age when IRA holders have to start drawing down their accounts via required minimum distributions to 72 from 70 ½.

More Questions And Answers About The SECURE Act

More Questions And Answers About The SECURE Act

Forbes by Bob Carlson / Jan. 28, 2020